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63: Who Should Be on Your Money Team? 4 Experts Every Entrepreneur Needs

63: Who Should Be on Your Money Team? 4 Experts Every Entrepreneur Needs

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Who Should Be on Your Money Team? 4 Experts Every Entrepreneur Needs



Struggling to figure out how to manage your money as an entrepreneur? You’re not alone—and you don’t have to do it all yourself. In this episode of Prosper in the Kingdom, John Cleaver and Wendy dive into the 4 essential people you need on your money team to build and protect your wealth. From tax strategy to long-term growth and legal protection, this episode gives you the practical insights and real-life stories you need to get your financial house in order—without the overwhelm.

Whether you’re just starting your business or scaling rapidly, this conversation will help you identify the right people to support your financial journey and keep more of what you earn.



  • Why every entrepreneur needs a CPA or tax strategist (and what to avoid)

  • The real cost of DIY bookkeeping—and how to fix it

  • How a financial planner can help your money grow while you sleep

  • Why hiring an attorney isn’t just for big business

  • The bonus players: social media strategists and mentors who expand your reach and mindset



  • who should be on my money team

  • money team for entrepreneurs

  • how to hire a CPA

  • bookkeeper vs accountant

  • financial planning for business owners

  • legal protection for small business

  • build your business finance team

  • entrepreneurial money tips

  • wealth building for entrepreneurs

  • faith and finances in business



00:00 – Welcome back to Money Moves 01:30 – What is a money team and why do you need one? 03:00 – The #1 person you need: Tax preparer or CPA 06:15 – Real talk: How Wendy went from a $55k tax bill to a refund 09:15 – #2: The bookkeeper who keeps you sane and saves you stress 13:00 – Letting go of guilt and letting experts do what they do best 14:20 – #3: Why financial planners aren’t just for the wealthy 18:00 – What most entrepreneurs get wrong about money growth 20:00 – #4: Yes, you need a lawyer (and what kind) 23:45 – BONUS: The marketing help and mentors that sharpen you 27:15 – Jeff’s story: Why even millionaires take notes 29:00 – Final thoughts: Stop sitting on the sidelines—get in the game



  • JohnCleaver.com (mention Black Swan Money for a free financial plan)

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